Webinar: Estate Planning: What You Need to Know in Advance

Category :
January 30, 2023

Presenters: Me. Linda Hammerschmid, Me. Samy Saltari, Danny Sirgnano

Financial Topics that will be discussed:

  • The Importance of Planning Ahead – How to prepare your finances and reduce tax burden on estates through proper tax planning.
  • The importance of having a will and the necessity of reviewing your will – Types of wills, what documentation should be put together in advance to help with the subsequent liquidation of the estate and sharing with heirs.
  • The role of liquidator – Duties and obligations and how to carry out a will search.

Visit the Seniors Action Quebec website for more information and to register.